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Invesco Solar ETF

38 hedge funds and large institutions have $73.6M invested in Invesco Solar ETF in 2013 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 2

225% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 4

163% more capital invested

Capital invested by funds: $28M → $73.6M (+$45.6M)

58% more funds holding

Funds holding: 2438 (+14)

6.69% more ownership

Funds ownership: 26.46%33.15% (+6.7%)

30% less call options, than puts

Call options by funds: $1.42M | Put options by funds: $2.03M

Holders
38
Holders Change
+14
Holders Change %
+58.33%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
13
Reduced
4
Closed
2
Calls
$1.42M
Puts
$2.03M
Net Calls
-$618K
Net Calls Change
+$189K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$24M +$5.78M +205,783 +42%
Morgan Stanley
2
Morgan Stanley
New York
$6.45M +$3.1M +110,368 +144%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$6.02M +$1.93M +68,898 +65%
Wells Fargo
4
Wells Fargo
California
$5.04M +$2.61M +92,836 +175%
HCMT
5
Highland Capital Management (Texas)
Texas
$4.4M +$771K +27,446 +27%
LPL Financial
6
LPL Financial
California
$4.38M +$2.82M +100,561 +605%
NCM
7
Niemann Capital Management
Nevada
$4.29M +$3.49M +124,193 New
U
8
UBS
Switzerland
$3.82M +$2.49M +88,761 +403%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$3.62M +$734K +26,148 +33%
CWM
10
Cabot Wealth Management
Massachusetts
$3.12M +$2.54M +90,464 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.05M -$265K -9,444 -10%
Bank of America
12
Bank of America
North Carolina
$1.6M -$1.39M -49,597 -52%
BHA
13
Beech Hill Advisors
New York
$673K +$548K +19,500 New
ST
14
Spot Trading
Illinois
$583K +$475K +16,904 New
HighTower Advisors
15
HighTower Advisors
Illinois
$419K +$341K +12,140 New
B
16
Baird
Wisconsin
$351K +$286K +10,170 New
DLCIG
17
D.L. Carlson Investment Group
New Hampshire
$349K +$284K +10,125 New
LWI
18
Long Wharf Investors
Massachusetts
$321K -$55.3K -1,970 -17%
MFS
19
MSI Financial Services
Massachusetts
$264K +$197K +7,013 +1,084%
Nomura Holdings
20
Nomura Holdings
Japan
$222K +$180K +6,418 New
Deutsche Bank
21
Deutsche Bank
Germany
$178K +$146K +5,200 New
AIG
22
American International Group
New York
$132K +$81.9K +2,917 +319%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$80K
Creative Planning
24
Creative Planning
Kansas
$70K +$56.2K +2,000 +6,667%
Barclays
25
Barclays
United Kingdom
$61K +$16.8K +600 +50%